DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Johnson Wealth Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Gregory James KingJohnson Wealth Inc. mixed wealthWorld Investment Advisors, LLC otherOtherJun 30, 2026Jun 30, 2026
Steven Jay BackusJohnson Wealth Inc. mixed wealthOperose Advisors LLC independent RIARIA to RIAMar 20, 2026Mar 26, 2026
Jessica M FeinerJohnson Wealth Inc. mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 20, 2026Apr 7, 2026
Justin BertzykJohnson Wealth Inc. mixed wealthEllenbecker Investment Group independent RIARIA to RIAAug 11, 2025Aug 14, 2025
Daniel William WilsonJohnson Wealth Inc. mixed wealthAnnex Wealth Management, LLC independent RIARIA to RIAMar 11, 2025Apr 3, 2025
Kyle Anthony GeorgeJohnson Wealth Inc. mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 11, 2025Apr 30, 2025 (50 d)
Ryan Matthew LueckJohnson Wealth Inc. mixed wealthRobert W. Baird & Co. Incorporated mixed wealthRIA to RIAFeb 12, 2025Feb 24, 2025
Robert SchneiderJohnson Wealth Inc. mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 4, 2025Jan 29, 2025
Merissa R SlowikJohnson Wealth Inc. mixed wealthRobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 17, 2024Sep 25, 2025 (282 d)
Brian J GiglJohnson Wealth Inc. mixed wealthRiverwater Partners LLC independent RIARIA to RIAApr 16, 2024May 1, 2024
Brian AndrewJohnson Wealth Inc. mixed wealthMerit Financial Advisors independent RIARIA to RIAJan 22, 2024Jan 19, 2024
Charles Allard AllisonJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIANov 15, 2022Jan 26, 2023 (72 d)
Jaclyn Ariella GruberJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIANov 15, 2022Jan 26, 2023 (72 d)
David James FisherJohnson Wealth Inc. mixed wealthAnnex Wealth Management, LLC independent RIARIA to RIANov 15, 2022Nov 7, 2022
Peter Francis SchumacherJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIAJul 27, 2022Nov 10, 2022 (106 d)
Robert BrooksJohnson Wealth Inc. mixed wealth1834 Investment Advisors Co. independent RIARIA to RIAMay 16, 2022Jun 10, 2022
Jeffrey Keegan SchnoorJohnson Wealth Inc. mixed wealthCharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankApr 5, 2022Jun 24, 2022 (80 d)
Andrew Lawrence FrittsJohnson Wealth Inc. mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2022Jan 13, 2026 (1379 d)
Tyler Matthew SenflebenJohnson Wealth Inc. mixed wealth36 North Capital Management, LLC institutionalOtherApr 5, 2022Aug 25, 2022 (142 d)
Daniel FredericksonJohnson Wealth Inc. mixed wealthWoodbury Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 10, 2022Mar 28, 2022 (77 d)
Jonathan R. SmithJohnson Wealth Inc. mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAOct 12, 2021Oct 8, 2021
Lisa Marie FishlerJohnson Wealth Inc. mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2021Jun 22, 2021 (81 d)
Colleen Patricia JohnsonJohnson Wealth Inc. mixed wealthSva Wealth Management, LLC independent RIARIA to RIASep 24, 2020Sep 18, 2020
Patrick Robert McgillJohnson Wealth Inc. mixed wealthHoward Capital Management, LLC independent RIARIA to RIAJun 4, 2020May 27, 2020
Jean Anne GollaJohnson Wealth Inc. mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 27, 2020Apr 20, 2020
Elizabeth LailerJohnson Wealth Inc. mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 27, 2020Apr 29, 2020
Sherry Lynn PingelJohnson Wealth Inc. independent RIAWipfli Financial Advisors, LLC independent RIARIA to RIAJul 30, 2018Aug 8, 2018
David Daniel LacroixJohnson Wealth Inc. otherEntasis Asset Management LLC independent RIAOtherJan 8, 2018Jan 17, 2018
Dave Allen IsaacsonJohnson Wealth Inc. otherSchenck Investment Solutions LLC independent RIAOtherNov 16, 2017Jan 8, 2018 (53 d)
Mark John FenlonJohnson Wealth Inc. otherSchenck Investment Solutions LLC otherOtherAug 17, 2017Aug 16, 2017
Robert John HoltonJohnson Wealth Inc. otherBmo Harris Financial Advisors, Inc otherOtherMay 10, 2017Jun 5, 2017
Michael J. PetersJohnson Wealth Inc. otherEntasis Asset Management LLC independent RIAOtherApr 28, 2016May 10, 2016
Charles J BatchelorJohnson Wealth Inc. otherCleary Gull Inc. otherOtherApr 28, 2016Sep 25, 2015
Brady Robert EndlJohnson Wealth Inc. otherThrivent Investment Management Inc. otherOtherJan 17, 2014Feb 17, 2014 (31 d)
Jeffrey NelsonJohnson Wealth Inc. otherWorld Investment Advisors, LLC otherOtherJan 10, 2012Jul 15, 2025 (4935 d)
John Christopher CallenJohnson Wealth Inc. otherWoodhill Asset Management LLC unclassifiedOtherJun 2, 2011Mar 22, 2021 (3581 d)
Nicholas Charles BauerJohnson Wealth Inc. otherGeneva Capital Management LLC otherOtherMay 14, 2010Jun 3, 2010
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37 moves match.